Plan5500

Co-Op 401(K) Plan — Form 5500 plan (Dairy One Cooperative, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Co-Op 401(K) Plan is a benefit plan reported by Dairy One Cooperative, Inc. under EIN 15-0545333 and plan number 001. The latest loaded filing year is 2023. The filing reports 437 participants and $36,307,300 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dairy One Cooperative, Inc.
EIN
15-0545333
Plan number
001
Plan type
2
Location
Ithaca, NY
Latest filing year
2023
Participants
437
End-of-year plan assets
$36,307,300

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023437H, C20241015134240NAL0049676496001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,307,300
Total liabilities (EOY)
$2,622
Net assets (EOY)
$36,304,678
Net assets (BOY)
$32,426,652

Income & contributions

Employer contributions
$733,839
Participant contributions
$942,522
Total contributions
$1,822,008
Total income / additions
$7,448,535

Expenses & distributions

Benefits paid
$3,508,181
Administrative expenses
$62,328
Total expenses
$3,570,509
Net increase / (decrease)
$3,878,026

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$34,477not reported in the loaded dataset2023
Agri-InvestNONE$9,427not reported in the loaded dataset2023
Charles Schwab Investment MgmtNONE$6,376not reported in the loaded dataset2023

Related Form 5500 pages